We partner with Buckingham Strategic Partners. Buckingham’s team of dedicated professionals are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies with a singular focus on maintaining an evidence-driven fiduciary approach that puts your interest first.
The Buckingham network is guided by both an Investment Policy Committee and Evidence-Driven Planning Committee. Buckingham’s planning strategists, tax professionals, portfolio managers, and investment research team work tirelessly to support every aspect of your plan. Their vigorous research, knowledge and scale help us to continually optimize your wealth strategy to your needs.